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Invesco Actively Managed Etf shares owned by Pensionmark Financial Group

Quarter-by-quarter ownership of Invesco Actively Managed Etf (ICLO) shares owned by Pensionmark Financial Group from 13F filings

Historical chart of Pensionmark Financial Group investment in Invesco Actively Managed Etf

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All positions including Invesco Actively Managed Etf held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Actively Managed Etf by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $282k 11k 25.61
2025-06-30 $269k 11k 25.56
2025-03-31 $270k 11k 25.49

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

Top funds holding Invesco Actively Managed Etf

LPL Financial
Bank of New York Mellon
Invesco
AE Wealth Management
Brookstone Capital Management
Modern Wealth Management
Kingsview Wealth Management
Private Advisor
Flagship Harbor Advisors
Rooted Wealth Advisors
Wealth Enhancement Advisory Services
Elm3 Financial Group
B.O.S.S. Retirement Advisors
Ashton Thomas Securities
Garden State Investment Advisory Services

View all funds holding Invesco Actively Managed Etf